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Investment Concepts

Conventional Management

       Conventional Management

Determinants of Portfolio Performance

Diversification

       Diversification

       S&P 500 vs Globally Diversified Portfolio

Downturns & Recoveries

       Downturns & Recoveries

Efficient Markets

       Efficient Markets

Expenses

       Fund Fees Paid By Investors Continue to Decline

Fiduciary

       What is Fiduciary Advice

Fixed Income Strategy

       Does It Pay To Extend Maturities?

Income Taxes

       2019 Tax Rate Schedules

       TCJA - Tax Foundation

       2018 Tax Rate Schedules

       California Income Tax Brackets

Inflation

Innovations in Finance

       Advancements in Finance

       Innovations in Finance

Investor Behavior

       Investor Behavior

       Morningstar Investor Return Fact Sheet

Long-Term Market Returns

       Long-Term Market Returns

Market-Timing

       Market Timing

Real Estate

       Should You Invest in Real Estate or Stocks?

Randomness of Global Equity Returns

       Randomness of Global Equity Returns

Rebalancing

       Importance of Rebalancing

The Dimensional Effect

       The Dimensional Effect



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